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What are clients thinking? Exploring bad financial decisions

Caitriona Wortley and Tim Dowling examine the misconceptions surrounding client risk aversion and the strong correlation between fear, uncertainty and poor financial outcomes.

Explore the important role advisers play in preparing and empowering clients for retirement, and will highlight some of the advice tools available to identify and address behavioural risks among clients.

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Adviser Resources

  • Presentation

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  • Behavioural Finance

    Download our Retirement Income Strategies checklist or Hyper-loss Aversion Calculator

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